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Using File Storage
Last updated : 2nd February 2022
On an Organisation record you should now see a field created by the plugin.
You can drag and drop any file type into this section from a user’s desktop or File Explorer.
- A link to this Knowledge Base Article.
- Refreshes the folder.
- Opens File Explorer to add new files.
- Can be dragged down to make the field larger to view all files.
NOTE: This folder can also be added as a Tab on any record. To do this navigate to Configuration > Customisation > Record Types > Organisations (or whichever record you choose to add to) > Fields (tab), find the field you created and then click the checkbox to ‘Show as Tab’.
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